DIVERSIFIED MANAGEMENT INC - Portfolio overview

DIVERSIFIED MANAGEMENT INC has 262 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. ROK - ROCKWELL AUTOMATION INC, 7.39%
2. SPY - STATE STR SPDR S&P 500 ETF T, 5.75%
3. VOE - VANGUARD INDEX FDS, 4.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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